Gratus Wealth Advisors
META icon

Gratus Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Gratus Wealth Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.12M Sell
1,551
-495
-24% -$309K 0.14% 52
2026
Q2 		$1.15M Buy
2,046
+22
+1% +$13.5K 0.15% 55
2026
Q1 		$1.16M Buy
2,024
+159
+9% +$102K 0.17% 53
2025
Q4 		$1.23M Buy
1,865
+639
+52% +$427K 0.17% 53
2025
Q3 		$900K Sell
1,226
-11
-0.9% -$8.19K 0.13% 65
2025
Q2 		$913K Sell
1,237
-2
-0.2% -$1.24K 0.14% 64
2025
Q1 		$714K Buy
1,239
+20
+2% +$12.9K 0.12% 76
2024
Q4 		$714K Sell
1,219
-1
-0.1% -$587 0.11% 74
2024
Q3 		$713K Buy
+1,220
New +$628K 0.12% 80

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Gratus Wealth Advisors's META Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 24% in Q3 2026, selling an estimated $309K and leaving 1,551 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #52.

Gratus Wealth Advisors first reported a position in META in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2025. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Gratus Wealth Advisors held 1,551 shares of Meta Platforms (Facebook) worth $1.12M as of Q3 2026.
  • Gratus Wealth Advisors sold 495 Meta Platforms (Facebook) shares in Q3 2026, an estimated $309K.
  • Meta Platforms (Facebook) made up 0.14% of Gratus Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • Gratus Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 9 quarters since.
  • Gratus Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.23M in Q4 2025.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.